michael.pendergrass
Acronym
Smartleaf
Product ID
The-Investment-Engine
Description

Automated portfolio rebalancing workflow platform for the scalable, compliant management of  customized, tax-optimized portfolios.

Images
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Smartleaf_1
Details
  • The Investment Engine, Smartleaf’s core solution, reimagines how portfolios are managed.
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Smartleaf_2
Details
  • Built on Smartleaf’s Investment Engine, the Smartleaf Experience Engine, our advisor portal, reimagines the wealth management client experience by enabling advisors to document their work and value.
Features

Automated portfolio rebalancing workflow platform for the scalable, compliant management of  customized, tax-optimized portfolios:

  • Unequalled scale and compliance in the management of highly customized, tax-optimized portfolios.
  • Support for separately managed accounts (SMAs), unified managed accounts (UMAs) and Unified Managed Households (UMH).
  • Reports that document your work and value, including our Taxes Saved Report. Expect to save your clients more in taxes than you charge in fees.
Vendors
Smartleaf Inc
Management Style
Discount - No
Schwab Products
SIT Provider
Section
Bond Insights
Portfolio Management
Practice Management
Risk Analysis
Trading & Rebalancing
Solution
Daily Data Files
Trading Integration
Ad Hoc Tags
DoubleClick Tags

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